BlastPoint's Credit Union Scorecard

INOVA

Charter #4968 · IN

Community 500M-750M
165 CUs in 500M-750M nationally 4 in IN
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INOVA has 4 strengths but faces 12 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 85.7% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + Loan-to-Share Ratio: Top 0.6% in tier
  • + Total Loans: Top 1.2% in tier

Key Concerns

Areas that may need attention

  • - Deposit Outflow: Bottom 8.8% in tier
  • - Shrinking Wallet Share: Bottom 25.6% in tier
  • - Liquidity Strain: Bottom 32.6% in tier
  • - Efficiency Drag: Bottom 73.2% in tier
  • - ROA 0.76% below tier average
  • - Efficiency ratio 2.95% above tier (higher cost structure)
  • - Delinquency rate 0.15% above tier average
  • - Deposit Growth Rate: Bottom 5.5% in tier
  • - AMR Growth Rate: Bottom 5.5% in tier
  • - Asset Growth Rate: Bottom 6.1% in tier
  • - Net Worth Ratio: Bottom 6.7% in tier
  • - Net Charge-Off Rate: Bottom 9.1% in tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (IN) National Avg Tier Percentile
Members 47,545
+1.0% YoY+0.1% QoQ
+9.0K 38,575
-4.8% YoY
22,624
+3.2% YoY
33,374
+5.7% YoY
84%
Assets $655.7M
-4.0% YoY-1.1% QoQ
+$34.0M $621.7M
+0.1% YoY
$390.3M
+10.1% YoY
$561.6M
+9.7% YoY
65%
Loans $598.2M
-3.9% YoY-1.4% QoQ
+$168.3M $429.8M
-1.8% YoY
$281.2M
+8.6% YoY
$397.0M
+8.8% YoY
Top 1.8% in tier
Deposits $518.5M
-4.3% YoY-1.4% QoQ
$-20.2M $538.7M
+0.6% YoY
$327.7M
+9.9% YoY
$477.3M
+9.7% YoY
40%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA -0.1%
-182.3% YoY-34.3% QoQ
-0.8% 0.7%
+42.9% YoY
0.9%
+52.7% YoY
0.7%
+15.9% YoY
Bottom 3.0% in tier
NIM 3.4%
+9.4% YoY+2.0% QoQ
-0.0% 3.4%
+8.0% YoY
3.9%
+8.6% YoY
3.8%
+5.1% YoY
46%
Efficiency Ratio 80.5%
+9.9% YoY-0.0% QoQ
+2.9% 77.5%
-4.1% YoY
78.1%
-3.9% YoY
79.7%
-3.3% YoY
62%
Delinquency Rate 1.0%
-17.5% YoY-0.3% QoQ
+0.1 0.8%
-1.1% YoY
1.3%
+9.0% YoY
1.3%
-2.1% YoY
73%
Loan To Share 115.4%
+0.4% YoY-0.0% QoQ
+35.5% 79.8%
-2.3% YoY
69.9%
+0.6% YoY
67.4%
-1.7% YoY
Top 1.2% in tier
AMR $23,486
-5.1% YoY-1.4% QoQ
$-3K $26,849
+2.7% YoY
$18,520
+5.2% YoY
$19,687
+2.0% YoY
39%
CD Concentration 37.3%
+0.1% YoY-2.5% QoQ
+12.9% 24.4% 19.3% 19.8% Top 10.6% in tier
Indirect Auto % 0.0% -13.8% 13.8% 10.7% 7.8% Bottom 0.0% in tier

Signature Analysis

Strengths (1)

Organic Growth Leader

growth
#365 of 426 • Top 85.7% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<20%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.01%
(Tier: 0.69%, National: 4.32%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.79%, National: 7.78%)
better than tier avg
609 nationally
→ No prior data (426 CUs now) | New qualifier

Concerns (4)

Deposit Outflow

decline
#7 of 69 • Bottom 8.8% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -4.31%
(Tier: 5.05%, National: 13.79%)
worse than tier avg
Member Growth (YoY): 1.01%
(Tier: 0.69%, National: 4.32%)
but better than tier avg
69 of 282 Community CUs have this signature | 91 nationally
→ No prior data (69 CUs now) | New qualifier

Shrinking Wallet Share

decline
#54 of 208 • Bottom 25.6% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -5.05%
(Tier: 4.17%, National: 4.00%)
worse than tier avg
208 of 282 Community CUs have this signature | 303 nationally
↓ Shrinking -190 CUs YoY

Liquidity Strain

risk
#75 of 228 • Bottom 32.6% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 115.36%
(Tier: 74.08%, National: 67.44%)
but better than tier avg
Loan Growth (YoY): -3.90%
(Tier: 4.11%, National: 111.96%)
worse than tier avg
228 of 282 Community CUs have this signature | 439 nationally
↓ Shrinking -37 CUs YoY | Rank worsening

Efficiency Drag

risk
#394 of 538 • Bottom 73.2% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 80.46%
(Tier: 76.88%, National: 79.67%)
worse than tier avg
ROA Change (YoY): -0.23% points
(Tier: 0.11% points, National: 0.02% points)
worse than tier avg
Member Growth (YoY): 1.01%
(Tier: 0.69%, National: 4.32%)
but better than tier avg
633 nationally
↓ Shrinking -98 CUs YoY | New qualifier

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 165 peers in tier

Top Strengths (4 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: -
#1 of 165 Top 0.0% in 500M-750M tier
2
Loan-to-Share Ratio
balance_sheet
Value: 115.36%
Peer Median: -
#2 of 165 Top 0.6% in 500M-750M tier
3
Total Loans
balance_sheet
Value: $598.15M
Peer Median: -
#3 of 165 Top 1.2% in 500M-750M tier
26
Total Members
engagement
Value: 47,545
Peer Median: -
#26 of 165 Top 15.2% in 500M-750M tier

Top Weaknesses (9 metrics)

160
Return on Assets (ROA)
profitability
Value: -0.10%
Peer Median: -
#160 of 165 Bottom 3.6% in 500M-750M tier
157
Deposit Growth Rate
growth
Value: -4.31%
Peer Median: -
#157 of 165 Bottom 5.5% in 500M-750M tier
157
AMR Growth Rate
growth
Value: -5.05%
Peer Median: -
#157 of 165 Bottom 5.5% in 500M-750M tier
156
Asset Growth Rate
growth
Value: -3.98%
Peer Median: -
#156 of 165 Bottom 6.1% in 500M-750M tier
155
Net Worth Ratio
risk
Value: 8.12%
Peer Median: -
#155 of 165 Bottom 6.7% in 500M-750M tier
151
Net Charge-Off Rate
risk
Value: 1.13%
Peer Median: -
#151 of 165 Bottom 9.1% in 500M-750M tier
147
Share Certificate Concentration (%)
balance_sheet
Value: 37.29%
Peer Median: -
#147 of 165 Bottom 11.5% in 500M-750M tier
146
Loan Growth Rate
growth
Value: -3.90%
Peer Median: -
#146 of 165 Bottom 12.1% in 500M-750M tier
135
Fee Income Per Member
profitability
Value: $141.31
Peer Median: -
#135 of 165 Bottom 18.8% in 500M-750M tier
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